import { Callout, Steps } from ‘nextra/components’

Manage Suppliers

Goal: Keep supplier information accurate so expenses, purchases, and finance reviews refer to the right company or person.

Suppliers can affect more than one area of IN-YACHT. A supplier used for an expense may also appear in purchasing or stock workflows, so keep names and payment details consistent.

Before you start

You must have permission to create or edit supplier information.
Check whether the supplier already exists before creating a new one.
Prepare the supplier’s contact and payment details if they are required by your process.

Steps

### Open the supplier selection

Open the finance or purchasing record where you need to choose a supplier.

Search before creating

Search for the supplier by name. If the supplier already exists, select the existing record instead of creating a duplicate.

Create a new supplier when needed

If the supplier is missing, use the available action to create a new supplier.

Enter the supplier details

Add the supplier name and any useful contact, website, bank, or profile information used by your yacht or shore office.

Only enter payment details that have been confirmed. If bank details are incomplete, save the supplier with the information you trust and update it later after verification.

Save and use the supplier

Save the supplier, then return to the expense or purchasing record and select it.

[PLACEHOLDER: screenshot - supplier creation form opened from a finance or purchasing record]

Result

The supplier is available for finance and purchasing records. Users can select the correct supplier without creating duplicates or relying on unclear free-text notes.

Manage Expenses Record an Expense